Latest Institutional Transactions on Phx Minerals Inc. (PHX)
This table provides information on the latest institutional transactions involving Phx Minerals Inc. (PHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
290KNew |
$969K - $1.17M
|
290K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.32K- 0.16% |
$7.76K - $9.36K
|
1.43M
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
570+ 1.21% |
$1.9K - $2.3K
|
47.5K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1K+ 100.0% |
$3.34K - $4.03K
|
2K
$8.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.5K+ 40.91% |
$14K - $15.6K
|
15.5K
$67.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.9K- 21.27% |
$40.2K - $44.7K
|
47.8K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$622 - $692
|
200
$870
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.6K- 72.22% |
$8.09K - $9K
|
1K
$4.35K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.5K+ 40.91% |
$14K - $15.6K
|
15.5K
$67.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-8.38K- 27.26% |
$26.1K - $29K
|
22.4K
$97.3K
|
|
| Q2 2024 | |||||||
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$1.06K - $1.2K
|
340
$1.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.74K+ 0.46% |
$5.44K - $6.13K
|
378K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.3KNew |
$50.9K - $57.4K
|
16.3K
$70.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5K+ 31.44% |
$11K - $12.4K
|
14.6K
$63.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
586+ 5.25% |
$1.83K - $2.07K
|
11.8K
$51.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
17.5KNew |
$54.9K - $61.9K
|
17.5K
$76.3K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163+ 407.5% |
$481 - $556
|
203
$883
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
701New |
$2.07K - $2.39K
|
701
$3.05K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.7KNew |
$31.5K - $36.4K
|
10.7K
$46.4K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-16.2K- 28.08% |
$47.6K - $55.1K
|
41.4K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$1.77K - $2.05K
|
600
$2.61K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-59.7K- 49.27% |
$186K - $221K
|
61.5K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.75MNew |
$8.57M - $10.2M
|
2.75M
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.7K- 19.71% |
$8.42K - $9.99K
|
11K
$47.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21KNew |
$65.5K - $77.7K
|
21K
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-12.3K- 4.24% |
$38.2K - $45.4K
|
277K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12.9K+ 13.84% |
$40.2K - $47.7K
|
106K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31New |
$96.7 - $115
|
31
$135
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
52.6KNew |
$164K - $195K
|
52.6K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-262- 0.21% |
$817 - $969
|
125K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
26.2KNew |
$81.8K - $97K
|
26.2K
$114K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-469- 12.56% |
$1.46K - $1.74K
|
3.26K
$14.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$312 - $370
|
100
$435
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
521New |
$1.63K - $1.93K
|
521
$2.27K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-85.6K- 77.83% |
$256K - $319K
|
24.4K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.48K- 50.58% |
$19.4K - $24.2K
|
6.33K
$27.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
290New |
$867 - $1.08K
|
290
$1.26K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.6KNew |
$46.8K - $63.5K
|
18.6K
$80.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
600New |
$1.51K - $2.05K
|
600
$2.61K
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
58.6KNew |
$148K - $200K
|
58.6K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
87.7KNew |
$221K - $300K
|
87.7K
$382K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$1.19K - $2.04K
|
500
$2.18K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-217K- 64.25% |
$516K - $883K
|
121K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
200New |
$476 - $814
|
200
$870
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 47.03% |
$26.7K - $45.7K
|
35.1K
$153K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$46.7K - $79.8K
|
19.6K
$85.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
500New |
$1.19K - $2.04K
|
500
$2.18K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5K+ 50.0% |
$16.9K - $20.9K
|
15K
$65.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45.2K+ 26.93% |
$153K - $189K
|
213K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.1K+ 40.59% |
$13.9K - $17.1K
|
14.2K
$61.8K
|
|